Apple(US:AAPL) Xin Lang Cai Jing·2026-02-04 23:28Group 1 - The iPhone 17 series has seen strong sales, highlighting that even with comparable product quality and lower prices, consumers still prefer the iPhone over domestic flagship models [1] - According to Counterpoint Research, by Q4 2025, Apple is projected to hold a 25% share of the global smartphone market while capturing 59% of the total revenue in the sector [3] - The average selling price (ASP) of smartphones globally reached a record high of $424, driven by the iPhone 17 series, with Apple's ASP at $1,011, significantly higher than competitors [4] Group 2 - Domestic brands like OPPO, vivo, and Xiaomi have much lower ASPs, with OPPO at $258, vivo at $233, and Xiaomi at $155, all below the average [6] - The combined ASP of OPPO, vivo, and Xiaomi is $646, which, while above the average, still falls short of Apple's ASP, which is 3.92 times that of OPPO, 4.34 times that of vivo, and 6.52 times that of Xiaomi [6] - Domestic brands are not only lagging in ASP but also in overall sales, as Apple has surpassed them in the domestic market, indicating a long road ahead for domestic brands, especially in the high-end segment [8]